Greenwoods Asset Management Hong Kong Ltd.
13F Reported Value
ⓘ$2.2B
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Greenwoods Asset Management Hong Kong Ltd. disclosed 21 positions worth $2.2B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 29.6% of the equity portfolio, followed by $INTC and $PDD. During the quarter the fund opened 4 new positions and exited 8 — including a new stake in $ASML and a full exit from $META. The portfolio is most concentrated in Technology (70.4% of disclosed assets). All figures are sourced directly from Greenwoods Asset Management Hong Kong Ltd.’s Form 13F-HR filing with the SEC under CIK 1848138.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$647.0M1,810,357 sh - 45.6#1,864
Quality
$384.1M2,751,193 sh - —
Quality
$365.1M4,785,666 sh - —
Quality
$320.4M39,452,419 sh - —
Quality
$102.5M1,093,634 sh - —
Quality
$77.0M600,631 sh - —
Quality
$56.9M1,788,400 sh - —
Quality
$47.9M3,031,438 sh - 76.4
Quality
$42.4M146,668 sh - $39.7M83,052 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $647.0M | 1,810,357 |
 INTEL CORP$INTC | 45.6#1,864 | $384.1M | 2,751,193 |
 PDD Holdings Inc.$PDD | — | $365.1M | 4,785,666 |
 Full Truck Alliance Co. Ltd.$YMM | — | $320.4M | 39,452,419 |
 Futu Holdings Ltd$FUTU | — | $102.5M | 1,093,634 |
 NetEase, Inc.$NTES | — | $77.0M | 600,631 |
 Atour Lifestyle Holdings Ltd$ATAT | — | $56.9M | 1,788,400 |
 Qfin Holdings, Inc.$QFIN | — | $47.9M | 3,031,438 |
 Apple Inc.$AAPL | 76.4 | $42.4M | 146,668 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $39.7M | 83,052 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Greenwoods Asset Management Hong Kong Ltd.'s 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$1.5B
Industrials
$400.4M
Financials
$150.4M
Consumer Discretionary
$96.4M
Full Holdings — Greenwoods Asset Management Hong Kong Ltd. (Q2 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $647.0M | 29.6% | -38% | 78.2 |
| 2 | $INTC | INTEL CORP | $384.1M | 17.6% | -60% | 45.6 |
| 3 | $PDD | PDD Holdings Inc. | $365.1M | 16.7% | -6% | — |
| 4 | $YMM | Full Truck Alliance Co. Ltd. | $320.4M | 14.7% | -4% | — |
| 5 | $FUTU | Futu Holdings Ltd | $102.5M | 4.7% | +10% | — |
| 6 | $NTES | NetEase, Inc. | $77.0M | 3.5% | -81% | — |
| 7 | $ATAT | Atour Lifestyle Holdings Ltd | $56.9M | 2.6% | -31% | — |
| 8 | $QFIN | Qfin Holdings, Inc. | $47.9M | 2.2% | -8% | — |
| 9 | $AAPL | Apple Inc. | $42.4M | 1.9% | -41% | 76.4 |
| 10 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $39.7M | 1.8% | +0% | — |
| 11 |  $SE | Sea Ltd | $20.8M | 0.9% | -56% | — |
| 12 |  $MMYT | MakeMyTrip Ltd | $20.7M | 0.9% | +0% | — |
| 13 |  $ASML | ASML HOLDING NV | $14.1M | 0.6% | NEW | — |
| 14 |  $HTHT | H World Group Ltd | $13.4M | 0.6% | -70% | — |
| 15 |  $WRD | WeRide Inc. | $12.8M | 0.6% | +0% | — |
| 16 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $7.9M | 0.4% | NEW | 40.1 |
| 17 |  $VNET | VNET Group, Inc. | $5.2M | 0.2% | NEW | — |
| 18 |  $HDL | SUPER HI INTERNATIONAL HOLDING LTD. | $3.3M | 0.1% | +0% | — |
| 19 |  $RERE | ATRenew Inc. | $2.0M | 0.1% | +0% | — |
| 20 |  $AMAT | APPLIED MATERIALS INC /DE | $1.8M | 0.1% | NEW | 72.3 |
| 21 |  $TCOM | Trip.com Group Ltd | $478,080 | 0.0% | -100% | — |
New Positions (4)
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